How do you choose the right technology partner for your nonprofit that truly supports your mission today and grows with you tomorrow?In this episode of Beyond the Donation, Noah and Matt continue their conversation about systems thinking and tech evaluation for nonprofits. They explore practical strategies for selecting software partners, key questions to ask during the decision process, and how to align technology with your people, processes, and purpose.Whether you are evaluating CRM options or rethinking your tech stack, this episode will help you approach the process with confidence and systems-level insight.
In this episode of Beyond the Donation, hosts Matt Bitzegaio and Noah Barnett explore a crucial question every nonprofit faces: Is technology really the solution—or is it the system behind it that matters most?They unpack why many organizations struggle with too many disconnected tools, how to think strategically about your people, processes, and platforms, and what it means to choose technology that actually supports your mission.This is Part 1 of our “Systems, Not Software” conversation—a must-listen for nonprofit leaders, fundraisers, and anyone making tech decisions for their team.What You’ll Learn:Why nonprofits often get stuck with too many disconnected toolsHow to align people, process, and platform for successThe difference between a tech tool and a true platform partnerWhen “all-in-one” vs. “best-in-breed” solutions make senseHow to evaluate if your tech supports your actual strategy
What you choose not to do can be just as powerful as what you decide to pursue.In this episode of Beyond the Donation, Matt and Noah explore the value of creating an omissions list for nonprofit leaders. They discuss why saying no is an essential leadership skill, how prioritization prevents overwhelm, and the role clarity and collaboration play in effective decision making. You’ll also learn practical steps you can apply right away to sharpen your focus and lead with confidence.
Unlock the secret to smarter reporting in your nonprofit.In this episode of Beyond the Donation, hosts Matt and Noah dig into the world of nonprofit metrics — from spotting vanity numbers to tracking leading and trailing indicators that drive results. They share practical tips for measuring donor engagement, boosting retention, and creating accountability across lean teams.You’ll discover:Why “more” isn’t always better when it comes to dataHow to focus on metrics that inform strategy, not just reportingSimple ways to align actions with organizational goalsTactics for building a culture of curiosity around measurementListen now to rethink how your organization uses data and start measuring what truly matters.
In this episode of Beyond the Donation, hosts Matt and Noah dive into how small nonprofit teams can maximize efficiency by focusing on high-leverage strategies. They explore identifying time wasters, prioritizing tasks, optimizing processes, and using technology to streamline operations. The conversation highlights the importance of iteration and continuous improvement, encouraging nonprofit professionals to take practical steps that make their work more effective.What You’ll Learn:How to focus on high-impact work instead of doing moreSimple ways to identify time wasters and improve efficiencyWhy batching tasks helps streamline your workflowHow donor segmentation improves engagement strategiesWhy iteration beats perfection in nonprofit workThe role of curiosity in discovering better processesTools and resources to lighten the workload for small teams
In this episode, the podcast takes a new direction with Noah Barnett as the co-host, focusing on insights from nonprofit leaders. The hosts challenge the idea that nonprofit leaders must constantly do more, encouraging listeners to prioritize what truly matters. They introduce the concept of zero-based prioritization, urging nonprofits to reassess their tasks and focus on core elements that drive impact. The importance of celebrating small accomplishments is highlighted, as it fosters motivation and team morale. Future episodes will delve into technology's role in nonprofit work and continue the conversation on prioritizing essential tasks.
In this episode of Beyond the Donation, host Matt Bitzegaio welcomes Michelle Boggs from the GoFundMe Pro team. They discuss Michelle's extensive experience in fund development, explore the evolution of fundraising, the impact of technology, and the vital role of human relationships. The conversation also delves into the increasing costs of donor acquisition and retention, the power of social media and impact creators, and practical strategies for nonprofits to leverage GoFundMe Pro for better fundraising outcomes.00:00 Introduction00:31 Guest Introduction: Michelle Boggs01:16 Michelle’s Background and Role at GoFundMe03:29 The Evolution of Fundraising05:42 Challenges in Fundraising Today05:59 The Importance of Technology10:48 Strategies for Nonprofits20:48 Leveraging GoFundMe for Nonprofits27:14 Final Thoughts and ResourcesTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio talks with Courtney Harness, the Director of Strategic Advancement for the Vermont Association for Mental Health and Addiction Recovery. Courtney shares insights from his 20+ years of experience in mission-driven organizations and discusses the importance of leveraging technology, specifically CRM systems, for building strong donor relationships. They explore how CRM can enhance efficiency, foster community, and drive donor retention. Courtney also highlights the balance between automation and the human touch, and discusses the potential of AI in personalizing donor interactions. The episode concludes with practical tips for better CRM adoption within nonprofits.00:00 Introduction to Beyond the Donation00:29 Meet Courtney Harness: A Journey in Nonprofit Leadership02:23 Current Role and Mission in Vermont03:45 The Power of CRM in Nonprofits06:38 Leveraging Technology for Donor Relationships15:55 The Role of AI in Fundraising21:13 Challenges and Tips for CRM Adoption25:32 Conclusion and Contact InformationTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, Matt Bitzegaio sits down with David Hartstein from Wired Impact to explore what makes a nonprofit website truly effective. They dive into the common challenges small to mid-sized nonprofits face when it comes to web design, and why a well-crafted website is more than just a nice-to-have—it's your 24/7 digital storefront. David shares practical advice on conducting website audits, improving accessibility, and simplifying homepage design to better serve visitors. You'll also hear how AI is shifting the SEO landscape, and what that means for creating content that ranks and resonates. Whether you're working with a shoestring budget or looking for quick wins, this conversation is packed with actionable tips to help your website do more for your mission.00:00 Introduction and Guest Welcome00:17 David Hartstein's Background and Wired Impact01:52 Importance of a Well-Designed Website04:32 Budget Constraints and Website Prioritization06:23 Conducting a Website Audit08:57 Key Elements of a Nonprofit Homepage12:51 Impact of AI on SEO and Website Design19:10 Website Accessibility26:15 Final Tips and ResourcesTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this special episode of Beyond the Donation, Matt Bitzegaio and Rob Burke from DonorDock sit down with Max Kringen from Tellwell to discuss something big—the WellTold Storytelling Conference coming this April. This event is all about equipping nonprofits with the tools and strategies to tell their stories in a way that drives impact. In this episode, we dive into the journey that brought DonorDock and Tellwell together, the challenges and excitement of launching a brand-new conference, and why storytelling is a game-changer for nonprofits. Plus, we share how you can get involved and be part of this first-of-its-kind event!00:00 Welcome to Beyond the Donation00:27 Introduction to Tellwell and DonorDock01:18 The Origin Story of DonorDock05:10 Innovating Through Simplicity08:23 The WellTold Storytelling Conference14:37 Excitement and Concerns for the Conference18:36 How to Engage with DonorDock and WellTold Conference20:21 Closing RemarksTo Connect with Tellwell:Tellwell | Tellwell LinkedIn | Max LinkedIn To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio welcomes Steve Lausch and Sarah Sebastian from OneCause to discuss their 2025 Fundraising Outlook Report and the Giving Experience Study. The conversation covers key strategies for enhancing donor relationships, leveraging AI, managing events and recurring giving programs, and overcoming challenges faced by smaller nonprofits. The guests share actionable tips and insights backed by this data to help nonprofit organizations improve their fundraising tactics, enhance the donor experience, and drive impact. 00:00 Introduction to Beyond the Donation00:28 Meet the Guests: Steve Lausch and Sarah Sebastian01:02 Overview of One Cause and Its Role03:01 Insights from the 2025 Fundraising Outlook Report05:23 Understanding Donor Motivations and Trends10:29 Strategies for Effective Fundraising Events17:36 Recurring Giving: Building Long-Term Donor Relationships22:11 Leveraging AI in Nonprofit Fundraising27:19 Personalizing Donor Communications30:11 Addressing Staffing Challenges in Nonprofits34:53 Quick Wins and Practical Tips for Nonprofits37:57 Conclusion and ResourcesTo Connect with OneCause:OneCause | Sarah LinkedIn | Steve LinkedIn To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of 'Beyond the Donation,' host Matt Bitzegaio welcomes Zach Hynek from Cadenza, who serves as a board member of the Topfer Family Foundation. Zach delves into his journey within the nonprofit sector, sharing valuable insights on effective grant applications and the importance of aligning with giving pillars. He highlights common mistakes nonprofits make and provides actionable advice on data-driven storytelling, emphasizing the need for quantifiable metrics alongside emotional narratives. Zach also discusses the evolving trends in the grant funding space, encouraging nonprofits to build strong relationships with funders and leverage advanced AI technologies to streamline their processes. Tune in for practical strategies to enhance your fundraising efforts and build stronger donor connections.00:25 Meet Zach Hynek: A Journey into the Nonprofit Sector02:56 Understanding the Funder's Perspective05:47 Common Mistakes in Grant Applications11:05 The Importance of Data-Driven Storytelling20:28 Trends in Grant Funding23:00 Actionable Advice for Nonprofits26:07 Connecting with Zach Hynek and Cadenza27:46 Conclusion and Final ThoughtsTo Connect with Zach Hynek:Cadenza | LinkedIn | Topfer Family FoundationTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio chats with Becky Endicott and John McCoy from We Are For Good. They share their journey from university colleagues to founders of a media ecosystem centered around philanthropy and generosity. Becky and John discuss their unique approach to storytelling, community building, and the importance of shifting from transactional to relationship-focused fundraising. They also introduce their 'Impact Uprising' initiative, which aims to create local and global conversations about key issues. The episode delves into practical advice for nonprofit leaders, emphasizing donor engagement and the long game of building movements. Listeners are encouraged to get involved and learn how small actions can collectively make a significant impact.00:00 Introduction and Guest Welcome00:22 The Journey of We Are For Good01:56 Challenges and Transformations03:57 Building a Community-Centric Approach 08:17 Impact Uprising and Its Growth16:02 Shifting from Transactional to Relational Fundraising 23:42 Advice for Nonprofit Leaders32:14 Closing Thoughts and Contact InformationTo Connect with We Are For Good:Website | We Are For Good LinkedIn | Jon LinkedIn | Becky LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Joanne Toller from The Cause Specialists. With over 30 years of experience in the nonprofit sector, Joanne discusses the critical importance of year-end giving, effective digital fundraising strategies, and the significance of consistent messaging. She also highlights the power of storytelling, avoiding desperation in campaign messaging, and the value of personal donor stewardship. Key insights include leveraging donor data for targeted outreach and the importance of a well-planned fund development strategy. Joanne shares practical tips and resources to help nonprofits maximize their year-end fundraising efforts.00:00 Introduction and Guest Welcome00:29 Joanne Toller's Background and Experience01:48 Importance of Year-End Giving04:27 Effective Digital Fundraising Strategies06:48 Leveraging Donor Data and CRM10:36 Balancing Relationships with Donors13:23 Creating Urgency Without Desperation15:07 Common Pitfalls in Year-End Campaigns15:57 Stewardship and Donor Retention17:57 Actionable Tips for Resource-Constrained Nonprofits19:12 Conclusion and Contact Information To Connect with Joanne:Website | LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, Matt Bitzegaio chats with David Pisarek, founder of Wow Digital, about boosting nonprofits' online presence. Drawing on 30 years of experience, David dives into website development, social media, and branding strategies tailored to the unique challenges of nonprofits. Topics include budget-friendly tips, data insights, RFP best practices, and the emotional impact of website design. David highlights the importance of collaboration, transparency, and tools like ClickUp, while also offering free consultations and audits to boost nonprofits' digital impact.00:12 Meet David Pisarek of Wow Digital01:34 The Importance of a Strong Online Presence03:48 Challenges Nonprofits Face with Websites05:49 Choosing the Right Agency for Your Nonprofit06:10 Budgeting and Analytics for Nonprofit Websites09:03 Content Management and Optimization10:43 Evaluating Website Quotes and Red Flags 12:57 Trusting Your Gut in Decision Making14:04 Key Elements of Website Design16:08 Collaborative Project Management19:56 Transparency and Client Engagement20:56 Success Stories and Impact22:40 Final Advice and Contact InformationTo Connect with David:Website | LinkedInTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Kelly Hernandez, CEO of Nonprofit Nerd. She shares her extensive experience and knowledge of nonprofit marketing and fundraising.The discussion focuses on the significance of giving days, especially GivingTuesday, and strategies for nonprofits to effectively plan, execute, and capitalize on these campaigns. Key topics include the importance of storytelling, setting realistic goals, leveraging matching gifts, and following up with donors post-campaign. The episode provides actionable advice and tools to help nonprofits enhance their fundraising efforts and build stronger donor relationships.00:00 Introduction to Beyond the Donation00:29 Meet Kelly Hernandez: CEO of Nonprofit Nerd00:59 The Journey to Nonprofit Marketing Nerd02:50 Understanding Giving Days and Giving Tuesday04:38 Planning and Preparing for a Successful Giving Day09:11 The Importance of Matching Gifts10:47 Crafting Compelling Stories for Giving Days14:10 Engaging Donors and Post-Giving Day Strategies16:59 Tools and Platforms for Effective Giving Days 19:15 Final Thoughts and Contact Information To Connect with Kelly:Website | YouTube Channel To Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, guest host Val Kleppen speaks with Sandy Rees, founder of Get Fully Funded, who shares her 20 years of expertise in helping small nonprofits achieve significant fundraising results. Sandy discusses the importance of starting with close networks for donor engagement, setting realistic goals, and using personal relationships to foster trust. She emphasizes the value of good donor management tools and strategic planning. Sandy also addresses common misconceptions in fundraising and the importance of sustaining long-term donor relationships through consistent communication. Listeners will gain practical tips on building and maintaining donor portfolios, leveraging peer-to-peer campaigns, and optimizing fundraising efforts with limited resources.00:00 Introduction to Beyond the Donation Podcast00:28 Meet Sandy Rees: Founder of Get Fully Funded03:13 Strategies for Finding Initial Donors12:57 Engaging and Retaining Donors15:33 Essential Tools for Nonprofit Fundraising17:04 Actionable Tips for New Nonprofits19:42 Staying Motivated in Fundraising22:36 Success Stories and Final Thoughts25:38 Conclusion and Contact InformationTo Connect with Sandy and Get Fully Funded:Website | Fundraising CommunityTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by peer-to-peer fundraising expert Lou Adducci. Lou shares his journey from a theater background to nonprofit arts and ultimately becoming a peer-to-peer fundraising consultant.Their discussion covers the basics of peer-to-peer fundraising: what it is, why it matters, and the significant impact it can have on nonprofits.Lou offers practical steps and tools for getting started with peer-to-peer fundraising, discusses key metrics to track, and addresses common challenges.This episode offers valuable advice for nonprofit leaders looking to explore or grow their peer-to-peer fundraising efforts!00:00 Introduction to Beyond the Donation00:29 Meet Lou Adducci: Peer-to-Peer Fundraising Expert03:18 Understanding Peer-to-Peer Fundraising04:10 Types of Peer-to-Peer Fundraising Campaigns09:09 Success Stories in Peer-to-Peer Fundraising11:50 Getting Started with Peer-to-Peer Fundraising14:07 Tools and Metrics for Effective Fundraising17:38 Challenges and Solutions in Peer-to-Peer Fundraising22:32 Trends and the Future of Peer-to-Peer Fundraising24:47 Final Thoughts and Contact InformationTo Connect with Lou:LinkedIn | WebsiteTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn
In this episode of Beyond the Donation, host Matt Bitzegaio is joined by Katy Calloway and Daniel Stern, co-founders of Calloway Stern Group. Katy and Daniel discuss their background in the nonprofit sector, particularly their efforts to help small to medium-sized nonprofits with fundraising and development. They emphasize the importance of 'trusting the process' in nonprofit growth, highlighting the critical role of programming, funding education, and board governance. The conversation also covers pivoting in nonprofit missions, the benefits of fiscal sponsorships, and the nuanced process of executive searches focused on cultural fit. The episode concludes with key advice for nonprofit leaders about persistence and patience in their efforts.00:00 Introduction to Beyond the Donation00:25 Meet the Guests: Katy Calloway and Daniel Stern01:11 Trusting the Process in Nonprofit Growth02:57 Starting a New Nonprofit: Key Considerations05:49 Fiscal Sponsorship Explained12:56 Challenges in Nonprofit Growth“You start with your mission statement, and you realize what you are actually good at and where the real need is, is actually different. In the first 5 years of a nonprofit’s life, for them to change their mission statement is not unheard of.Your mission statement doesn’t need to be relevant for the next 15 years because community needs change.” -Katy Calloway19:19 Executive Searches for Nonprofits22:15 Fostering a Culture of Trust and Patience25:12 Final Thoughts and Advice for Nonprofit Leaders27:50 Conclusion and FarewellTo Connect with Katy and Daniel:Katy’s LinkedIn Daniel’s LinkedIn WebsiteTo Connect with Beyond the Donation Podcast:BTD Podcast DonorDock LinkedIn Matt LinkedIn
In this episode of Beyond the Donation, guest host Val interviews Carly Euler, a marketing manager at MemoryFox. Carly shares her extensive experience in nonprofit fundraising, marketing, and communications.The discussion centers on the importance of storytelling in the nonprofit sector, the ethical considerations involved, and practical tips for capturing and using stories to enhance donor relationships and fundraising efforts.Carly emphasizes building a culture of storytelling and using digital media effectively to share impactful and authentic narratives.00:00 Introduction to Beyond the Donation00:35 Meet Carly Euler from MemoryFox02:14 The Power of Storytelling in Nonprofits\08:03 Building a Culture of Storytelling10:12 Ethical Storytelling Practices19:17 The Role of Digital Media in Storytelling22:53 Case Study: Wreaths Across America25:44 Final Thoughts and Contact InformationTo Connect with Carly:Website | LinkedIn | Carly’s TikTokTo Connect with Beyond the Donation Podcast:BTD Podcast | DonorDock LinkedIn | Matt LinkedIn